Northern Management Services, Inc. 401(K) Salary Reduction Plan & Trust — Form 5500 plan (Northern Management Services, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Northern Management Services, Inc. 401(K) Salary Reduction Plan & Trust is a benefit plan reported by Northern Management Services, Inc. under EIN 82-0443572 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $3,788,846 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northern Management Services, Inc.
- EIN
- 82-0443572
- Plan number
- 001
- Plan type
- 2
- Location
- Sandpoint, ID
- Latest filing year
- 2023
- Participants
- 232
- End-of-year plan assets
- $3,788,846
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | H, C | 20241014160104NAL0046721632001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,788,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,788,846
- Net assets (BOY)
- $3,493,918
Income & contributions
- Employer contributions
- $242,482
- Participant contributions
- $168,964
- Total contributions
- $411,446
- Total income / additions
- $664,071
Expenses & distributions
- Benefits paid
- $363,346
- Administrative expenses
- $5,797
- Total expenses
- $369,143
- Net increase / (decrease)
- $294,928
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Farmer & Betts | CONTRACT ADMIN | $7,840 | $1,714 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,457 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,150 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northern Management Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Sandpoint, ID
- Farmer & Betts — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation